Mark Lawrence Wolf
2015Annual
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Pull out the substance of this filing.
What was filed
213
investments
4
positions
0
gifts
0
agreements
0
debts
8
reimbursements
1
income
0
spouse income
Named parties
- Albert Schweitzer Fellowship
- John William Ward Fellowship
- Relative's Personal Residence Trust
- Integnty Imtiatives International
- UC-Irvine
- Transparency Intemational & } Columbia University
- Columbia University
- Slovema Government
- Woodrow Wilson Center
- American Bar Association
- Centeral bastern European Legal Institute
- University of Califormia Irvine, Teaching
As filed
IRA #2 (H)
Vanguard Div Appreciation — Sold
IRA #1 (H)
iShares Barclays TIPS Bond Fund 2.898% — Int/Div — Sold (part)
Vanguard Bond Index Fund — Int/Div — Sold (part)
Vanguard Total Stock Market Index — Int/Div — Sold (part)
iShares MSCI Germany Index — Int/Div — Sold (part)
DB Commodity Index — Int/Div — Sold (part)
DB Commodity Index — Sold
Vanguard REIT — Int/Div — Sold (part)
Vanguard REIT — Sold (part)
Schwab Govt Money Fund — Int/Div
SPDR S&P S00 Fund — Int/Div — Sold (part)
SPDR S&P S00 Fund — Sold (part)
PowerShares QQQ Trust, Series — Int/Div
Vanguard Emerging Markets Index — Int/Div
Vanguard MSCI EAFE Index — Int/Div
EGShares ETF Emerging Markets — Int/Div
iShares AAA-A Rated Corporate Bond Fund — Int/Div — Sold
iShares Russell 2000 Index — Int/Div — Sold (part)
Vanguard Dividend Appreciation Index — Int/Div — Sold (part)
Vanguard Dividend Appreciation Index — Sold (part)
SPDR Barclays 1-3 Yr US Corp Investment Grade — Int/Div — Sold (part)
SPDR Barclays 1-3 Yr US Corp Investment Grade — Sold (part)
SPDR Barclays 1-3 Yr US Corp Investment Grade — Sold
Powershares S&P Low Volatility — Int/Div — Sold (part)
iShares Barclays 7-10 Year Treasury — Int/Div — Sold (part)
iShares Gold Trust — None — Sold (part)
Wisdom Tree Asia Local Market Debt Fund — Int/Div — Sold
Wisdom Tree Brazilian Real Fund — Int/Div — Sold
Wisdom Tree Japan Hedged Equity Fund — Int/Div — Buy (add'l)
iShares MSC United Kingdom Index — Int/Div — Buy (add'l)
iShares MSC United Kingdom Index — Sold
PIMCO 0-5 Yr High Yield Corp — Int/Div
Vanguard Intl Equity Global ex-US Real Estate — Int/Div — Sold (part)
Global X EFT Next Emerging & Frontier — Int/Div
iShares MSC ETF India — Int/Div — Sold
Powershares DB Commdty Index — Int/Div — Sold (part)
Powershares DB Commdty Index — Sold (part)
iShares MSCI HK EFT Hong Kong — None — Sold
iShares TR Bond 20+ Treasury Bond Fund — Int/Div — Buy
iShares TR Bond 20+ Treasury Bond Fund — Buy (add'l)
iShares iBoxx mvestment Grade Corp (LOD) — Int/Div — Buy
iShares iBoxx mvestment Grade Corp (LOD) — Buy (add'l)
iShares iBoxx mvestment Grade Corp (LOD) — Buy (add'l)
iShares MSCI Jpn ETF Japan — Int/Div — Buy
iShares ETF Commodities Select — Int/Div — Buy
iShares China Large Cap ETF — Int/Div — Buy
iShares China Large Cap ETF — Sold (part)
Vanguard luterm Term Corp Bd ETC — Int/Div — Buy
iShares Barclays TIPS Bond Fund 2.89% — Int/Div — Sold (part)
Vanguard Bond Index Fund — Int/Div — Sold (part)
iShares MSCI Germany Index — Int/Div — Sold (part)
iShares MSCI Germany Index — Sold
DB Commodity Index — Int/Div — Sold (part)
DB Commodity Index — Sold
Vanguard REIT Index — Int/Div — Sold (part)
Vanguard REIT Index — Sold (part)
Vanguard Total Stock Market — Int/Div — Sold (part)
Schwab Govt Money Fund — Int/Div
PowerShares QOQOQ Trust, Series — Int/Div — Sold (part)
PowerShares QOQOQ Trust, Series — Sold (part)
PowerShares QOQOQ Trust, Series — Sold (part)
Vanguard Emerging Markets Index — Int/Div
EGShares ETF Emerging Markets — Int/Div — Sold
iShares AAA-A Rated Corporate Bond Fund — Int/Div — Sold
iShares Russell 2000 Index — Int/Div
SPDR Barclays 1-3 Yr US Corp Investment Grade — Int/Div — Buy (add'l)
Powershares S&P Low Volatility — Int/Div — Sold (part)
Wisdom Tree Brazilian Real Fund — Int/Div
Wisdom Tree Japan Hedged Equity — Int/Div — Buy (add'l)
Wisdom Tree Japan Hedged Equity — Sold (part)
iShares MSC United Kingdom Index — Int/Div — Buy (add'l)
iShares MSC United Kingdom Index — Sold (part)
PIMCO 0-5 Yr High Yield Corp — Int/Div — Sold (part)
iShares Gold Trust — Int/Div
iShares Barclays 7-10 Year Treasury — Int/Div — Sold (part)
iShares Barclays 7-10 Year Treasury — Buy (add'l)
Vanguard FTSE ETF Developed Markets — Int/Div — Buy (add'l)
Vanguard FTSE ETF Developed Markets — Sold (part)
Vanguard Int'l Equity Global ex-US Real Estate — Int/Div
iShares Tr Bond 1-3 Credit Bond EFT — Int/Div
Global X ETF Next Emerging & Frpntier — Int/Div
iShares MSC EFT India — Int/Div — Sold (part)
Vanguard Div Appreciation — Int/Div — Sold (part)
iShares MSCI HK EFT Hong Kong — Int/Div — Sold (part)
iShares ETC Currency Hedged MSCI — Int/Div — Buy
iShares Tr Bond 20+ year Treasury Bond Fund — Int/Div — Buy
iShares MSCI Jpn ETF Japan — Int/Div — Buy
iShares Commodiaties Select — Int/Div — Buy
iSharesTrust ETF JP Morgan USD Emerging — Int/Div — Buy
iShares China Large Cap ETF — Int/Div — Buy
iShares China Large Cap ETF — Sold (part)
Shares Boxx INVT Grd Bond ETF — Int/Div — Buy
Shares Boxx INVT Grd Bond ETF — Buy (add'l)
BROKERAGE ACCOUNT #1 (H)
iShares Barclays 1-3 Year Treasury Bond Fund — Int/Div
iShares Barclays TIPS Bond Fund 5.298% — Int/Div
SPDR Gold Trust — None
Vanguard Dividend Appreciation Index — Int/Div — Sold (part)
Vanguard Bond Index Fund — Int/Div
Vanguard Intermediate Term Corp Bond Fund — Int/Div — Buy
Vanguard Total Stock Market Index — Int/Div
iShares 7-10 Year Treasury Bond Fund — Int/Div
iShares MSC Germany Index — Int/Div — Sold
iShares 20+ Treasury Bond — Int/Div — Buy
iShares 20+ Treasury Bond — Buy (add'l)
DB Powershares Commodity Index — None — Sold
Ishares Gold Trust — None
PIMCO Enhanced Short Maturity Strgy ETF — Int/Div
Vanguard Dividend Appreciation — Int/Div
Vanguard REIT Index — Int/Div — Sold (part)
Schwab Government Money Fund — Interest
PowerShares QQ Trust, Series — Int/Div — Sold (part)
SPDR S&P 500 Fund — Int/Div — Sold (part)
SPDR Barclays Capital Short Term Corportate Bond — Int/Div
iShares AAA-A Rated Corporate Bond Fund — Int/Div — Sold
Powershares ETF Emerging Markets — Int/Div
Guggenheim Enhanced Short Duration — Int/Div — Sold
iShares Gold Trust — None
Wisdom Tree Japan Hedged Equity — Int/Div — Buy (add'l)
iShares MSC Japan Index — Int/Div — Buy
iShares MSCI EAFE Minimum Volatility — Int/Div
iShares MSC1 United Kingdom Index — Int/Div — Buy (add'l)
iShares MSC1 United Kingdom Index — Sold
iShares Commodities Select — Int/Div — Buy
iShares Floating Rate Note Fund — Int/Div
iShares Russell 2000 Index Fund — Int/Div — Sold (part)
PIMCO EFT 0-5 Yr High Yield Corp — Int/Div — Sold
SPDR Barclays ETF 1-3 US Corp — Int/Div — Buy (add'l)
iShares IBOXX Invt Grd Bd — Int/Div — Buy
iShares MSCI ETF India — Int/Div — Sold
Vanguard Intl Eqty EFT — Int/Div
iShares MSCI HK ETF Hong Kong — Int/Div
iShares ETF Currency Hedge — Int/Div — Buy
BROKERAGE ACCOUNT #2 (H)
McDonald's Corp — Int/Div
Schwab Govt Money Fund — Interest
BROKERAGE ACCOUNT #3 (H)
iShares Barclays TIPS Bond Fund 5.289% — Int/Div
Vanguard Bond Index Fund — Int/Div — Sold (part)
Vanguard Total Stock Market Index — Int/Div
iShares Barclays 7-10 Year Treasury Bond — Int/Div
iShares MSC Germany Index — Int/Div — Buy (add'l)
iShares MSC Germany Index — Sold (part)
DB Powershares Commodity Index — Int/Div — Sold (part)
DB Powershares Commodity Index — Sold (part)
Vanguard Dividend Appreciation — Int/Div — Sold (part)
Vanguard REIT — Int/Div — Sold (part)
Vanguard REIT — Sold (part)
Schwab Govt Money Fund — Interest
SPDR S&P S00 Fund — Int/Div — Sold (part)
PowerShares QO Trust, Series — Int/Div — Sold (part)
Vanguard Emerging Markets Index — Int/Div — Buy (add'l)
Vanguard MSCI EAFE Index — Int/Div
Wisdom Tree Asia Local Market Debt Fund — Int/Div — Sold (part)
EGShares ETF Emerging Markets — Int/Div — Sold (part)
iShares AAA-A Rated Corporate Bond Fund — Int/Div — Sold (part)
SPDR Barclays 1-3 Yr US Corp Investment Grade — Int/Div — Buy (add'l)
Powershares S&P Low Volatility — Int/Div — Sold (part)
iShares Russell 2000 Index — Int/Div — Sold (part)
Wisdom Tree Brazilian Real Fund — None
Wisdom Tree Japan Hedged Equity — Int/Div — Buy (add'l)
Wisdom Tree Japan Hedged Equity — Buy (add'l)
iShares MSC1 United Kingdom Index — Int/Div — Buy (add'l)
iShares MSC1 United Kingdom Index — Sold (part)
PIMCO 0-5 Yr High Yield Corp — Int/Div — Sold (part)
iShares Gold Trust — None
Vanguard Int'l Equity Global ex-US Real Estate — Int/Div
iShares Trust ETF JP Morgan USD Emerging — Distribution — Buy
iShares TR Bond 20+ Treasury Bond — Int/Div — Buy
iShares TR Bond 20+ Treasury Bond — Buy (add'l)
iShares China Large Cap ETF (EWU) — Int/Div — Buy
iShares China Large Cap ETF (EWU) — Sold (part)
iShares iBoxx Invt Grd Bond ETF — Int/Div — Buy
Vanguard Interm Term Corp Bd ETC — Int/Div — Buy
BROKERAGE ACCOUNT #4 (H)
iShares Barclays 1-3 Year Treasury Bond — Int/Div
iShares Barclays TIPS Bond Fund 5.298% — Int/Div
SPDR Gold Trust — None
Vanguard Bond Index Fund — Int/Div
Vanguard Total Stock Market Index — Int/Div
iShares Barclays 7-10 Year Treasury Bond — Int/Div
iShares MSCI Germany Index — Int/Div — Buy (add'l)
iShares MSC Japan Index — Int/Div — Buy
DB Commodity Index — Int/Div — Sold (part)
DB Commodity Index — Sold
iShares ETF Commodities Select — Int/Div — Buy
PIMCO Enhanced Short Maturity Strgy ETFa — Int/Div
Vanguard Dividend Appreciation — Int/Div — Sold (part)
Vanguard REIT Index — Int/Div
Schwab Govt Money Fund — Interest
PowerShares QQ Trust, Series — Int/Div — Sold (part)
SPDR S&P 500 Fund — Int/Div — Sold (part)
SPDR Barclays Capital Short Term Corportate Bond — Int/Div
iShares AAA-A Rated Corporate Bond Fund — Int/Div — Buy (add'l)
Guggenheim Enhanced Short Duration — Int/Div
iShares Gold Trust — None
Wisdom Tree Japan Hedged Equity — Int/Div
MSC EAFE Minimum Volatility — Int/Div
MSCI United Kingdom Index — Int/Div
iShares Floating Rate Note Fund — Int/Div — Sold (part)
iShares Russell 2000 — Int/Div
iShares iBoxx Invt Grade Bond ETF — Int/Div — Buy (add'l)
iShares iBoxx Invt Grade Bond ETF — Buy (add'l)
Vanguard Interm Term Corp Bd ETC — Int/Div — Buy
iShares Barclays 20+ Yr Treasury Bond Fund — Int/Div — Buy
CHARLES SCHWAB MONEY MARKET ACCOUNT — None
Fidelity USA — Int/Div
Bank of America (savings) — Interest
Bank of America (checking) — Interest
LILO, LLC (Limited Liability Corporation) — Int/Div
Citizens Bank {savings and checkings) — Interest
Chairman Emeritus, Director, Albert Schweitzer Fellowship
Chur, John William Ward Fellowship
Trustee, Relative's Personal Residence Trust
Chair, Integnty Imtiatives International
Reimbursement — UC-Irvine — 1/5-1/8 — California — Teaching — Transportation, Food, Lodging
Reimbursement — Transparency Intemational & } Columbia University — 1723-126 — New York — Educational Program — Transportation, Food, Lodging
Reimbursement — Columbia University — 3730-331 — New York — Educational Program — Transportation, Food, Lodging
Reimbursement — Slovema Government — 4/184/24 — Slovenia — Human Rights Program (Speaker) — Transportation, Food, Lodging
Reimbursement — Woodrow Wilson Center — 83 — Washington, DC — Educational Program — Transportation, Food
Reimbursement — Woodrow Wilson Center — 1072 — Washington, DC — Educational Program — Transportation, Food
Reimbursement — American Bar Association — 10021-10022 — Canada — Bar Association (Speaker) — Transportation, Food, Lodging
Reimbursement — Centeral bastern European Legal Institute — 1118-11723 — Czech Republic — Educational Program (Speaker) — Transportation, Food, Lodging
Income — 2015 — University of Califormia Irvine, Teaching — S3.000.00
In 2015, most of the assets owned by my wife and me were managed by Windhaven Investments (*"Windhaven"). Windhaven provided the information in this
Report concerning the assets it managed. That information is, to the best of my knowledge, correct,
My wife and I invest in what Windhaven calls “Funds,” through which identical investments are made simultancously for many investors. They are not mutual
funds. Rather, various mdex shares are bought and sold for individual accounts at various times. Therefore, there are many transactions described in this Report
which would not be required to be reported if we were invested in mutual funds which engaged i similar transactions.
1 have not listed in Part VII the asset in my Refative’s Personal Residence Trust in part because | have no beneficial interest in it and do not now control the
purchase, sale, or other disposition of the asset,
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.